Filed January 22, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $141,118 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL AND GENERAL INVESTMENT Service code 19 · EIN 20-8058531 | Securities Custodian | $81,502 |
AMERICAN FUNDS3 years Filed as: SECURITY CAPITAL RESEARCH & MANAGEM Service code 19 10 SOUTH DEARBORN ST · CHICAGO, IL 60603 | Securities Custodian | $65,059 |
THE BANK OF NEW YORK MELLON3 years Service code 19 · EIN 13-5160382 | Securities Custodian | $59,831 |
WELLINGTON TRUST COMPANY3 years Service code 19 280 CONGRESS ST · BOSTON, MA 02210 | Securities Custodian | $32,843 |
MERCER3 years Filed as: MERCER INC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $22,537 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $748,470-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | -21.28% | -13.10%-8.2pp | 0.46%-21.7pp | 2.78%-24.1pp |
| Employer contribution / active EE | $2,617 | $16,278-83.9% | $35,480-92.6% | $15,276-82.9% |
| Participant deferral / active EE | $0 | $3,107-100.0% | $231-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $29,938-100.0% | $1,015-100.0% |